by Boston Financial Management | Aug 18, 2022 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers Everyone hates homework, especially in the summertime, but when it comes to estate planning for your children, you may have some work to do before the school year...
by Boston Financial Management | Aug 26, 2021 | BFM Insights
by Kathy Sablone, JD, AEP®, Co-Chief Planning Officer With summer winding down, and children returning to school, we wanted to provide a timely reminder that now is the perfect opportunity to review or create an estate plan for your adult children. It may be hard to...
by Boston Financial Management | Sep 14, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning It may be hard to believe but, when a child or grandchild turns 18, he or she is now considered an “adult” in the eyes of the law in Massachusetts and many other states. Although you may still view...
by Boston Financial Management | Aug 2, 2018 | BFM Insights, Whitepapers
by Kathy Sablone, JD, AEP®, Director of Wealth Planning My oldest son just turned 18 and will head to college this fall. He is now considered an “adult” in the eyes of the law in Massachusetts and many other states. My college checklist includes a mini...